Time and Labor for Billing

This topic discusses using billing estimates with out and with time and labor summarization.

Using Billing Estimates without Time and Labor Summarization

PeopleSoft Project Costing can use either actual amounts or estimates for billing purposes.

Using estimates for Billing is indicated by selecting the Time and Labor for Billing check box on the Project Costing Options page. Estimates are subject to change in PeopleSoft Time and Labor until payroll costs are distributed. If rate adjustments or additional payments occur that were not originally recorded in the PeopleSoft Time and Labor system, they can be adjusted and published to PeopleSoft Project Costing as actual amounts.

When the actual paid amount is processed, the system replaces PeopleSoft Time and Labor billing rows from estimate processing that have not been billed. Changes to labor rows between actual processing and estimate processing can be any combination of the following:

  • Time can be charged to a different project or activity key ChartField.

    For changes to a different project or activity key field, the original row from estimate processing is reversed.

  • Time can be charged to a different source type, category, or subcategory non-key ChartField.

    For changes to source type, category, or subcategory non-key fields, original rows from estimate processing are reversed and an adjustment is created.

  • Quantity or amount charged to a project can be different.

    For changes to quantity or amount, including fractional changes, delta rows are created. At the business unit level, you can have different criteria for creating delta rows that are based on changes to quantity only, amount only, or changes to both quantity and amount.

    In some cases a large number of delta rows may be created. For example, if a business unit is set up for delta to amount, fractional changes may create many delta rows. In such cases, you may summarize delta rows at the business unit level.

Using Billing Estimates with Time and Labor Summarization

When using billing estimates with Time and Labor summarization all estimates, regardless of being billed or not billed, are reversed when Project Costing receives actual payroll expenses. When the Time and Labor Integration process (PC_TL_TO_PC) processes actual payroll expenses the system creates:

  • New estimated rows (TLB) that are used in Billing.

  • New actual rows (PAY).